Fourstar Advisor

Eyeballs Financial LLC

Über diese App

The FourStar Wealth Advisor App is the mobile version of the FourStar Wealth dashboard, designed to help financial advisors manage client accounts, respond to appointment requests, and view client inquiries directly from their phones. With secure access using Orion-registered email and PIN verification, advisors can stay connected and assist clients anytime. The app also provides notifications for upcoming appointments, tools for activating or deactivating client accounts, and insights into the stocks or issues clients are most interested in, allowing advisors to deliver more personalized recommendations.